Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Duff & Phelps Utlity and Inf (DPG)

85 + Investors. Track Smart Money conviction in DPG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — DPG

Based on 85 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DPG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
85 hedge funds hold DPG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

38 buying33 selling
Last quarter: 38 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 12 → 17 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
48 out of 85 hedge funds have held DPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

11 → 12 → 12 → 17 → 9 new funds/Q
New funds entering each quarter: 12 → 12 → 17 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 85 holders: 54 (64%) are 2+ year veterans, 12 entered 1–2 years ago, and 19 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
12 of 85 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in DPG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DPG

In 2026 Q2, 38 hedge funds were net buyers of DPG (9 opened a new position, 29 added to an existing one), while 33 reduced or exited (23 trimmed, 10 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 40% of total institutional value in DPG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 85.

Hedge Fund Ownership: DPG

How many hedge funds hold DPG — quarterly history vs. share price
Quarterly hedge fund ownership of DPG vs. share price

Market Analysis: DPG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DPG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: DPG
85 + Investors

Track Smart Money conviction in DPG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 86 -1.16%
13F Shares 12M 12M 4.7%
Total Value $169M $157M 8.27%
New Positions 9 17 -8
Increased Positions 29 29 -
Closed Positions 10 7 +3
Reduced Positions 23 21 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DPG

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Institutional Holders (2026 Q2)

85 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DPG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DPG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kanen Wealth Management LLC 1.86% 519,540 $7.7M
2 Thomas J. Herzfeld Advisors, Inc. 1.64% 360,644 $5.4M
3 Bulldog Investors, LLP 1.07% 327,384 $4.9M
4 Closed-End Fund Advisors, Inc. 0.59% 40,695 $604K
5 Concorde Asset Management, LLC 0.53% 61,620 $919K
6 United Advisor Group, LLC 0.40% 253,669 $3.8M
7 Elm3 Financial Group, LLC 0.32% 31,799 $472K
8 Cascade Investment Group, INC. 0.28% 33,750 $501K
9 Blue Bell Private Wealth Management, LLC 0.28% 150,468 $2.2M
10 Advisors Asset Management, Inc. 0.24% 1,043,485 $15.5M
11 Karpus Management, Inc. 0.21% 481,585 $7.1M
12 Quantedge Capital Pte Ltd 0.18% 16,400 $243K
13 Investment Management Trust, LLC 0.16% 11,945 $177K
14 Decision Investments, Inc 0.16% 11,650 $173K
15 Wealth Advisors of Tampa Bay, LLC 0.15% 32,000 $475K
16 Saba Capital Management, L.P. 0.12% 325,964 $4.8M
17 Almitas Capital LLC 0.08% 22,565 $335K
18 J.W. Cole Advisors, INC. 0.07% 264,202 $3.9M
19 Hennion & Walsh Asset Management, Inc. 0.05% 108,130 $1.6M
20 Zimmer Partners, LP 0.04% 107,700 $1.6M
21 Evolve Private Wealth, LLC 0.03% 36,718 $547K
22 Pathstone Holdings, LLC 0.03% 656,309 $9.7M
23 Hilton Head Capital Partners, LLC 0.03% 3,384 $50K
24 GS Investments, Inc. 0.02% 2,000 $30K
25 Nwam LLC 0.02% 28,678 $426K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Duff & Phelps Utlity and Inf (DPG)

What does the Smart Money Trend signal show for DPG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DPG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DPG?

Slight buying edge — 54% buying: Last quarter: 38 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DPG holders?

Elite ownership — 40% AUM from top-100 funds: 12 of 85 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in DPG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DPG?

56% of holders stayed for 2+ years: 48 out of 85 hedge funds have held DPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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